Overview
Role-based access allows you to define exactly what each type of user in your organisation can access and action within the Contract Management module. Permissions are grouped by functionality and assigned independently to four roles: Admin, Business, Legal, and Others. Use checkboxes to enable or disable each permission per role, and save your configuration when done.
How to Access Role-Based Access
1. Click on Settings from the left-hand navigation bar.
2. Click on User Management.
3. Select the Role Based Access tab.
User Roles
Permissions are configured across four roles:
Admin: full access by default; typically your platform administrators and legal leads
Business: business team members involved in contract creation and review
Legal: legal team members responsible for drafting, reviewing, and approving contracts
Others: all other users with limited access
How to Configure Permissions
Each permission is listed on the left side of the page alongside checkboxes for each role. Tick or untick a checkbox to grant or remove that permission for the relevant role. Once you have made your changes, click Save Change at the bottom right. Click Discard to undo any unsaved changes.
Permission Categories
Contract Creation
Controls which roles can initiate contracts through different creation methods:
Draft Your Self
DIY Self
Executed Contract Upload
Received From Third Party
Request New Form
Add New Contract Button
My Draft
Upload And Sign
Editing & Drafts
Controls access to editing and draft management actions:
Edit Draft
Delete Draft
Download View Button
Edit Contract Button
AI Features
Controls access to AI-powered tools within the platform:
AI Playbook Rules
AI Playbook Section
Draft Using AI
Access Ask AI
Ask AI Summary
Ask AI Clause
Access Codex
Access AI DD
Ask AI Obligation
Ask AI Playbook
Verify Details
Ask AI Chat
Contract Meta Extractor
Sign Summary
Approval & Workflow Management
Controls which roles can create, edit, and interact with approval workflows:
Create Esign Workflow
Create Editor Workflow
Contract Esign Workflow
Contract Editor Workflow
Edit Contract Esign Workflow
Edit Contract Editor Workflow
Can Skip Level From Contract Workflow
Conditional Workflow
Esign Conditional Workflow
Restrict Edit Contract Details After Workflow Completion
Restrict Edit Draft After Signing Or Third Party
Restrict Enable Third Party After Sent For Sign
Contract Actions
Controls which roles can perform key actions on contracts:
Send For Esign
Delete Contract
Prepare Final Document
Stage Change
Archive Contract Section
Post Execution Action
Post Execution Action Setting
Restore Form Archive
Manual Archive
Bulk Archive Contract
Contract Access & Views
Controls access to different views within the repository:
My Queue
All Contract
Dashboard
Contract Details
Third Party & Sharing
Controls which roles can share contracts with external parties:
Third Party Invitation
Third Party Share Restricted Access
Third Party Share Via Email
Third Party Share General Access
Show Invite Third Party Button
Document & Editor Controls
Controls access to document and editor-specific features:
Download PDF From CK Editor
Add Clause In CK Editor
Is CK Editor Manager
Editor Permission Section
Resolve Comments In Editor
MS Editor Button
Only Office Button
Both Editor
Show Document Section On Executed Contract
Clause & Template Management
Controls access to clause library and template settings:
Clause Library Section
Create Clause Library Setting
Modify Clause Library Setting
Custom Template Setting
Create Custom Template
Obligation Management
Controls access to obligation tracking features:
Obligation Section
Obligation Create
Storage & Precedents
Controls access to document storage and precedent management:
Doc Storage Delete
Stored Precedents Section
Stored Precedents Edit
Stored Precedents Delete
Stored Precedents Download
Smart CC
MIS & Reporting
Controls access to management information and reporting features:
MIS Template Edit
MIS Template Delete
MIS Template Download
MIS
Labels & Metadata Settings
Controls access to label and metadata configuration:
Add Labels On Contract Creation
Label Setting
Counter Party Setting
User & Access Management
Controls which roles can manage users and access settings:
User Permission Section
User Logs Download
Invite User
Activity & Logs
Controls access to activity tracking and logs:
Logs Section
My Activity
Task & Alerts
Controls access to task and alert management:
Task Section
Alerts Section
Escalation Tab
Execution & Signing Controls
Controls signing-related permissions:
Default Signatory
Show Cancel E Sign Button
Organisation & Settings
Controls access to organisation-level settings:
Default Followers
Bulk Assignment Section
Show Organisation Settings
HR Master
Calendar & Misc
Controls access to miscellaneous platform features:
Calendar
Bulk Entry
Ancillary Sections
Collaboration & Linking
Controls access to collaboration and contract linking features:
Followers Edit
Linked Contract
Linked Contract Edit
Courier & Stamp
Controls access to courier tracking and stamp management:
Courier Section
Stamp Section
Stamp Section In Contract Details
Conclusion
Keeping role-based access well-configured ensures that users only see and interact with the parts of the platform relevant to their responsibilities. Reviewing these settings periodically — especially when onboarding new team members or restructuring teams — helps maintain security and prevents accidental changes to contracts by users who should only have view access.